We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFW
1576
Avantra Family Wealth
Pennsylvania
$215K – – –
PJSIMP
1577
P.J. Schmidt Investment Management (PJS)
Wisconsin
$214K -$10.3K -62 -5%
LSL
1578
Legacy Solutions LLC
Pennsylvania
$213K +$2.16K +13 +1%
AHC
1579
Adell Harriman & Carpenter
Texas
$213K -$3.99K -24 -2%
JWA
1580
JFS Wealth Advisors
Pennsylvania
$213K -$7.82K -47 -4%
AWA
1581
Arete Wealth Advisors
Illinois
$212K -$92.8K -558 -30%
SIM
1582
Sentry Investment Management
Wisconsin
$212K -$70.8K -426 -23%
HI
1583
Harbour Investments
Wisconsin
$211K -$22K -132 -9%
TAM
1584
Taurus Asset Management
New York
$211K – – –
AWA
1585
AGH Wealth Advisors
Kansas
$209K -$13.5K -81 -6%
SGCA
1586
Steel Grove Capital Advisors
Tennessee
$208K -$4.82K -29 -2%
CAL
1587
Capital Advisors Ltd
Ohio
$208K -$12.3K -74 -6%
QC
1588
Quent Capital
New York
$208K -$71.8K -432 -26%
VF
1589
Vest Financial
Virginia
$207K +$209K +1,259 New
SEP
1590
Southland Equity Partners
Missouri
$207K +$209K +1,258 New
FWP
1591
Forefront Wealth Partners
Texas
$207K +$209K +1,258 New
CWP
1592
Cyndeo Wealth Partners
Florida
$206K +$208K +1,249 New
CTWM
1593
Cherry Tree Wealth Management
Minnesota
$205K – – –
AFA
1594
Allium Financial Advisors
Oregon
$205K +$207K +1,245 New
FCM
1595
Fourpath Capital Management
Oklahoma
$205K -$2.83K -17 -1%
TBC
1596
Ted Buchan & Co
California
$203K – – –
BPW
1597
Bingham Private Wealth
California
$202K +$204K +1,229 New
RAM
1598
Redmond Asset Management
Virginia
$202K +$204K +1,226 New
NB
1599
Nicolet Bankshares
Wisconsin
$201K +$203K +1,223 New
VRM
1600
Vectors Research Management
New York
$201K +$203K +1,218 New